Itau Unibanco Holding S.A.
ITUB- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001132597
In the last 90 days, Itau Unibanco Holding S.A. insiders filed 0 open-market purchases and 2 sales; 394 institutions reported holding it in 13F filings for Q2 2026, worth $9.52B in total; Oaktree Capital is the only superinvestor holding it.
13F holders, Q3 2022
Institutional positions in Itau Unibanco Holding S.A. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 269
- −1 vs. Q2 2022
- Shares held
- 809.8M
- −71.4M (−8.1%) vs. Q2 2022
- Total value
- $4.17B
- +$388.4M (+10.3%) vs. Q2 2022
- New holders
- 31
- 86 more added
- Sold out
- 32
- 107 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ITUB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 394 | $9.52B |
| Q1 2026 | 389 | $10.0B |
| Q4 2025 | 383 | $8.72B |
| Q3 2025 | 335 | $8.84B |
| Q2 2025 | 333 | $7.78B |
| Q1 2025 | 316 | $5.56B |
| Q4 2024 | 332 | $4.43B |
| Q3 2024 | 348 | $5.72B |
| Q2 2024 | 334 | $4.90B |
| Q1 2024 | 324 | $5.62B |
| Q4 2023 | 315 | $5.83B |
| Q3 2023 | 285 | $4.40B |
| Q2 2023 | 289 | $4.85B |
| Q1 2023 | 273 | $4.03B |
| Q4 2022 | 290 | $3.96B |
| Q3 2022 | 269 | $4.17B |
| Q2 2022 | 274 | $3.78B |
| Q1 2022 | 277 | $5.57B |
| Q4 2021 | 269 | $3.92B |
| Q3 2021 | 306 | $5.44B |
| Q2 2021 | 303 | $6.38B |
| Q1 2021 | 303 | $5.10B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Itau Unibanco Holding S.A.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $848 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 256 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 192 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 142 | $1.00K | 0.00% | +142 | New |
| Bell Investment Advisors, Inc | 119 | $1.00K | 0.00% | +119 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.55K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 460 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 461 | $2.00K | 0.00% | +60+15.0% | Added |
| Financial Connections Group, Inc. | 412 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 436 | $2.00K | 0.00% | +436 | New |
| Wipfli Financial Advisors LLC, | 346 | $2.00K | 0.00% | +346 | New |
| Absolute Capital Management, LLC | 391 | $2.04K | 0.00% | +391 | New |
| Tower Research Capital LLC (TRC) | 500 | $3.00K | 0.00% | −143,511−99.7% | Reduced |
| Whittier Trust Co | 524 | $3.00K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 808 | $4.00K | 0.00% | +376+87.0% | Added |
| Emerging Variant Capital Management LP | 3,100,000 | $5.00K | 0.56% | +3,100,000 | New |
| American Portfolios Advisors | 1,037 | $5.36K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,093 | $6.00K | 0.00% | +253+30.1% | Added |
| First Horizon Advisors, Inc. | 1,319 | $7.00K | 0.00% | −2,071−61.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,363 | $7.00K | 0.00% | +429+45.9% | Added |
| Glassman Wealth Services | 1,409 | $7.00K | 0.00% | +1,119+385.9% | Added |
| Tortoise Investment Management, LLC | 2,196 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,632 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,244 | $17.0K | 0.00% | −5,716−63.8% | Reduced |
| Global Retirement Partners, LLC | 3,077 | $18.0K | 0.00% | +114+3.8% | Added |
| IFP Advisors, Inc | 1,108 | $18.0K | 0.00% | −16−1.4% | Reduced |
| CWM, LLC | 4,253 | $22.0K | 0.00% | +382+9.9% | Added |
| Quadrant Capital Group LLC | 4,737 | $24.0K | 0.00% | +1,419+42.8% | Added |
| Allspring Global Investments Holdings, LLC | 6,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 7,600 | $40.0K | 0.00% | −3,000−28.3% | Reduced |
| Huntington National Bank | 8,353 | $43.0K | 0.00% | +2,093+33.4% | Added |
| Toronto Dominion Bank | 8,509 | $44.0K | 0.00% | −2,511−22.8% | Reduced |
| Aquatic Capital Management LLC | 8,800 | $45.0K | 0.00% | +8,800 | New |
| Investors Research Corp | 8,911 | $46.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 11,340 | $49.0K | 0.00% | +11,278+18,190.3% | Added |
| Arrowstreet Capital, Limited Partnership | 10,800 | $56.0K | 0.00% | +10,800 | New |
| First Affirmative Financial Network | 11,442 | $59.0K | 0.08% | −138−1.2% | Reduced |
| We Are One Seven, LLC | 11,592 | $59.0K | 0.01% | +50.0% | Added |
| QCM Cayman, Ltd. | 11,759 | $61.0K | 0.89% | −9,747−45.3% | Reduced |
| Mark Stevens | 11,883 | $61.0K | 0.01% | −3,293−21.7% | Reduced |
| Credit Agricole S A | 11,927 | $62.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 12,168 | $63.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 12,182 | $63.0K | 0.00% | +12,182 | New |
| Calamos Wealth Management LLC | 12,393 | $64.0K | 0.01% | −6,011−32.7% | Reduced |
| HighTower Advisors, LLC | 12,253 | $64.0K | 0.00% | −209−1.7% | Reduced |
| Creative Planning | 12,318 | $64.0K | 0.00% | +110+0.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 12,500 | $65.0K | 0.06% | +12,500 | New |
| Tiaa, FSB | 12,904 | $67.0K | 0.00% | −68−0.5% | Reduced |
| Mercer Global Advisors Inc | 13,174 | $68.0K | 0.00% | −33−0.2% | Reduced |
| Rehmann Capital Advisory Group | 13,502 | $69.8K | 0.01% | −1,191−8.1% | Reduced |
| Massachusetts Financial Services Co | 13,544 | $70.0K | 0.00% | −884,428−98.5% | Reduced |
| Sequoia Financial Advisors, LLC | 13,634 | $70.0K | 0.00% | −3,195−19.0% | Reduced |
| Bank of Montreal | 13,379 | $70.0K | 0.00% | −1,275−8.7% | Reduced |
| Wambolt & Associates, LLC | 13,720 | $71.0K | 0.03% | 00.0% | Unchanged |
| Rathbone Brothers plc | 14,000 | $72.0K | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 13,889 | $72.0K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 14,188 | $73.4K | 0.05% | +14,188 | New |
| Summit Financial, LLC | 14,305 | $74.0K | 0.01% | +14,305 | New |
| Brinker Capital Investments, LLC | 14,347 | $74.0K | 0.00% | −425−2.9% | Reduced |
| Wetherby Asset Management Inc | 14,843 | $77.0K | 0.01% | −465−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 14,935 | $77.0K | 0.00% | −207−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 15,157 | $78.0K | 0.01% | +711+4.9% | Added |
| GWM Advisors LLC | 15,050 | $78.0K | 0.00% | +781+5.5% | Added |
| Hilltop Holdings Inc. | 15,311 | $79.0K | 0.01% | −15,015−49.5% | Reduced |
| FMR LLC | 15,579 | $80.0K | 0.00% | +4,786+44.3% | Added |
| Burns Matteson Capital Management, LLC | 15,631 | $80.8K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,099 | $83.0K | 0.00% | +23+0.1% | Added |
| Fulton Bank, N.A. | 16,204 | $84.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 16,354 | $85.0K | 0.00% | +1,706+11.6% | Added |
| Veracity Capital LLC | 16,669 | $86.0K | 0.05% | −2,738−14.1% | Reduced |
| Winton Group Ltd | 16,790 | $87.0K | 0.01% | −40,559−70.7% | Reduced |
| Perpetual Investment Management Ltd | 17,322 | $90.0K | 0.01% | −4,640−21.1% | Reduced |
| KCS Wealth Advisory | 19,854 | $103.0K | 0.05% | −497−2.4% | Reduced |
| Lake Street Advisors Group, LLC | 20,442 | $106.0K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 20,670 | $107.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20,644 | $107.0K | 0.02% | +459+2.3% | Added |
| Claro Advisors LLC | 27,718 | $119.0K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 23,441 | $121.0K | 0.01% | −2,832−10.8% | Reduced |
| Wells Fargo & Company | 23,890 | $124.0K | 0.00% | −29,921−55.6% | Reduced |
| Boston Partners | 409,222 | $126.0K | 0.00% | +1,771+0.4% | Added |
| The PNC Financial Services Group, Inc. | 24,608 | $127.0K | 0.00% | +2,940+13.6% | Added |
| Johnson Investment Counsel Inc | 24,800 | $128.0K | 0.00% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 25,150 | $130.0K | 0.06% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 25,749 | $134.0K | 0.01% | +25,749 | New |
| JustInvest LLC | 26,220 | $136.0K | 0.01% | +4,163+18.9% | Added |
| Bank of New York Mellon Corp | 29,629 | $153.0K | 0.00% | −3,723−11.2% | Reduced |
| Baldwin Brothers Inc | 30,460 | $157.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 31,219 | $161.0K | 0.04% | −21,347−40.6% | Reduced |
| Bank of Nova Scotia | 32,265 | $167.0K | 0.00% | −628,240−95.1% | Reduced |
| Wrapmanager Inc | 34,115 | $176.0K | 0.06% | −9,855−22.4% | Reduced |
| Checchi Capital Advisers, LLC | 35,053 | $181.0K | 0.02% | 00.0% | Unchanged |
| Gould Asset Management LLC | 35,195 | $182.0K | 0.06% | +80+0.2% | Added |
| Guggenheim Capital LLC | 36,384 | $188.0K | 0.00% | −28,139−43.6% | Reduced |
| Advisors Asset Management, Inc. | 39,066 | $202.0K | 0.00% | −375−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 39,705 | $205.0K | 0.05% | −1,058−2.6% | Reduced |
| Standard Life Aberdeen plc | 41,746 | $216.0K | 0.00% | −41,854−50.1% | Reduced |
| Alterna Wealth Management, Inc | 42,244 | $218.0K | 0.26% | +3,088+7.9% | Added |
| Vestmark Advisory Solutions, Inc. | 44,056 | $228.0K | 0.01% | −11,286−20.4% | Reduced |